Catalyst with Shayle Kann5 Jun 2025

The gas turbine crunch

Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers. In Texas, one of six projects that pulled proposals from consideration for a valuable financing program cited “equipment procurement constraints” as the reasons for its withdrawal. Lead times are stretching to four years and sometimes more. Costs are climbing. So what’s behind the bottleneck? In this episode, Shayle talks to Anthony Brough, founder and CEO of Dora Partners, a consulting firm focused on the turbine market. Shayle and Anthony cover topics like: Why previous boom-bust cycles in turbine manufacturing have left the industry skittish — and why Anthony says leaders are approaching this new peak with “guarded optimism” The competing demands on the turbine supply chain, including from power, oil and gas, and aerospace industries How lead times have ballooned to four years and, in some cases, even longer Factors affecting the market beyond load growth, like renewables, storage, affordable gas, and coal retirements How investment in tech innovation has raised turbine efficiency How the industry is preparing for hydrogen — if hydrogen scales up Resources: Latitude Media: Engie’s pulled project highlights the worsening economics of gas Latitude Media: High costs, delays prompt withdrawal of five more Texas gas plants Power Magazine: Gas Power's Boom Sparks a Turbine Supply Crunch Marketplace: Will we have enough natural gas turbines to power AI data centers? CTVC: 🌎 Gas turbine gridlock #236 Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, and increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data plus tools that they’ve never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(275)

Anduril's vision for powering maritime defense

Dual-use technologies and the rise of defense tech are having a moment. But how does the defense sector approach innovations in energy that may be necessary to optimize its fleets? To help answer tha...

24 Sep 32min

AMA: Fuel cells, geopolitics, and the solar growth curve

As we head into the final quarter of this pivotal and dramatic year for the energy sector, Catalyst host Shayle Kann takes stock of 2026 so far – and considers what’s to come – in this AMA-style episo...

17 Sep 23min

Do data centers actually increase electricity prices? No...and yes

You don’t have to look far to see the vitriol and backlash ignited by the rapid expansion of hyperscaler data centers. While critics and activists tend to focus their ire on resource consumption and r...

10 Sep 42min

What comes after the data center backlash?

In their early days, data centers were largely welcomed by communities who saw their arrival as an economic boost. Today as concerns around noise levels, power prices, water use, and AI grow, they fac...

3 Sep 47min

The rise of metal fuels

Diesel generators remain ubiquitous because they offer an unusually powerful combination of low cost, high energy density, long-duration storage, and reliable off-grid power. But their pollution, nois...

27 Aug 40min

Can AI revolutionize grid operations?

Everyone loves to talk about the “broken grid.” But if you look inside a utility’s planning and operations functions, a different picture emerges: infrastructure that is remarkably reliable, built and...

20 Aug 39min

Is now the time for DERs to scale? [re-published]

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But...

13 Aug 42min

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. Energy policy has become increasingly polarized just as the U.S. faces record electricity dem...

11 Aug 31min